Experience and recent assignments

Consultancy practice 1994 to date

Typical assignments have been:

  • preparing expert reports for use in court actions
  • attending court and giving evidence when required
  • determining disputes as expert or arbitrator, under appointment by the President of the Institute of Chartered Accountants
  • business valuations for various purposes
  • developing plans for change, including relocation, expansion, downsizing, change in sales mix etc.
  • advising on retirement, succession, disposals
  • advising on rescue and recovery (in conjunction with insolvency experts)
  • negotiating borrowing or credit facilities with banks and others, supported by business plans or funding proposal documents
  • financial appraisals and healthchecks, and implementing recommendations
  • implementing more sophisticated financial and management controls (e.g. cost and profit analysis by product or customer, forecasting models, management accounting and report formats, daily/weekly/monthly profit reports and estimates)
  • presentations at seminars or conferences.


Professional practice 1971 to 1994

Technical skills

  • design and implementation of operating procedures for audit and accountancy work, at both local and national levels
  • advising all national offices and partners on contentious issues
  • providing firm's official policy and responses to draft regulations (e.g. company law, accounting standards etc.), serving on various committees
  • presentations at seminars and conferences
  • served on the local District Society Technical Committee and District Training Board
  • widely read and educated as part of responsibilities to national firm and own development

Practising skills

  • wide range of experience as a general client partner, including: audit, accounts, tax, financial planning, business strategy and planning, corporate restructuring, flotations, acquisitions, mergers, litigation support, arbitration, valuation, court attendance as expert
  • instrumental in setting up corporate finance and forensic accounting services, being the initial partner to lead those departments
  • various arbitration or determination appointments by the President of ICAEW, or by solicitors, including attendance at court as expert witness.


Management experience

  • audit manager (1977 to 1983) responsible for 40 staff
  • general partner (1983 to 1994) in Kidsons Birmingham office (100 staff), various posts including lead partner for IT, staff, quality control, corporate finance, forensic accounting
  • technical director of Kidsons national firm (1981 to 1990)
  • director of business advisory services Kidsons Impey (1993 - 1994)
  • self employed practice (1994 to date)
  • non-executive directorships (1996 to date)


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